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Accounting/Reporting

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Engage Your Audience with Ease: Basic PowerPo...

OnDemand
  • Recorded Wed, April 05, 2023
  • Presented by Heather Legge
Heather Legge
$279.00

Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.

Controlling a Borrower's Business Without Tak...

OnDemand
  • Recorded Wed, May 31, 2023
  • Presented by Jeffery Johnson
Jeffery Johnson
$279.00

Often times, a commercial banker may want to control their commercial borrowers’ business without taking control in an effort to protect the bank’s investment. It is never advisable for any bank to dictate the day-to-day decisions of any organization otherwise; the bank may face lender liability if the borrower follows the banks instructions but fails during the process. So, how can you control a commercial borrower without taking control of their business?

10 Productive Excel Features for Accountants ...

OnDemand
  • Recorded Wed, November 01, 2023
  • Presented by David Ringstrom
David Ringstrom
$279.00

In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.


Adding the WOW Factor to Credit Analysis

Upcoming
  • Thu, March 14, 2024
  • Presented by Jeffery Johnson
Jeffery Johnson
$299.00

Have you ever been asked, “How do changing financial metrics impact the cash flow of XYZ company?” Join this webinar to learn to use ratio analysis to take your analysis process for lending to the next level.

Call Report Training for Beginners - 6 Webina...

OnDemand
  • Recorded Fri, June 17, 2022
  • Presented by Cynthia Dopjera
Cynthia Dopjera
$1,495.00

This bundle contains 6 of our recorded Call Report webinars at a discounted price of $1495!

Tax Returns and Personal Financial Statements

Upcoming
  • Fri, March 22, 2024
  • Presented by Tom Carlin
Tom Carlin
$299.00

Learn the basics of evaluating tax returns and personal financial statements in this 90-minute webinar.


Call Report Preparation - 2 Day Live Streaming

Live Stream
  • Wed, April 03, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$1,679.00

The Call Report is a dynamic and ever-changing document in the realm of financial reporting. Over the past few years, we've been on a continuous journey of adaptation, carefully addressing and implementing extensive alterations and updates to this crucial report. The financial landscape is not static, and regulatory authorities regularly introduce modifications to ensure accurate and transparent reporting. As we look ahead, we acknowledge that the journey of change continues and we must continue to be proactive and adaptive to those changes

Schedule RC and Schedule RI: The Anchor Sched...

Upcoming
  • Wed, April 10, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

In this webinar, you'll enhance your knowledge and skills for precise and reliable reporting on Schedule RC and Schedule RI.

Call Report - Loan Coding and Risk Weighting ...

Upcoming
  • Fri, April 12, 2024
  • Presented by Andrea Lambert
Andrea Lambert
$299.00

Regulations governing how loans are coded on Schedule RC-C dictate their reporting across all loan schedules within the Call Report. In this webinar, learn to report the four risk-based capital categories of loans on Schedule RC-C accurately to provide greater visibility in your institution’s portfolio and overall health for more informed decision-making.

 

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We offer over 450+ live and OnDemand webinars per year for bankers covering topics such as compliance, employee development, coaching, BSA/AML, lending, bank call reporting, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

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